Dynamics 365 Microsoft Power Platform Cloud and Productivity Apps
Sales
Streamline sales and improve customer relationships
Project Operations
Managing projects, resources and finances efficiently
Finance
Improve operational efficiency and financial planning
Marketing
Optimizing marketing efforts and enhancing customer connections
Field Service
Optimizing on-site service and field operations
Customer Service
Managing customer interactions and resolving issues efficiently
Supply Chain
Automating and managing the end-to-end supply chain efficiently
Business Central
Unify financials, operations and customer management
Power BI
Visualizing data to support strategic business decisions
Power Apps
Low-code apps for faster, mobile, cost-effective innovation
Microsoft Azure
Flexible, secure hybrid cloud with extensive services
Microsoft 365
Collaboration tools for improved business performance
Iot and Machine Learning
Transform device data into actionable insights
This might be useful
Sales Project Operations Marketing
Logistics and Transportation Manufacturing Companies Construction Suppliers Energy Companies Health Care Non-Governmental Organizations Professional Services Business Consulting IT Consulting Software Companies Private Equity
Industry and services
The ideal digital transformation partner is not only an expert in theory and technology but also in its customer’s industry. Our consultants are familiar with the processes, priorities and challenges of these eight focus industries.
Contact us
Manufacturing companies
proMX has long been focused on supporting manufacturing companies with their digital transformation.
Consulting Services Implementation Services Digital Transformation Workshops
proMX services
proMX helps you tackle challenges by analyzing your processes and customizing your system with tailored solutions. In our discovery workshop, we'll pinpoint the right tools to boost productivity. Let’s get started!
This might be useful
Project Operations Sales
proMX 365 Productivity Suite Dynamics 365 apps
Project Portfolio Management
Enhancing project performance and resource utilization
Time Tracking
Enhances time and expense tracking
Mobile Time Tracking
Outlook integration, mobile access, and organized task overviews
Absence Management
Streamlined absence management with automated tracking
proMX 365 Core
Сustomizable tools for tailored project management
proRM Fast Start
Efficient project management for SMBs
This might be useful
Logistic and Transportation Energy Professional Services
Why partner with proMX? Partner benefits Partner Program​
Partners
Partnering with proMX Group to offer the proMX 365 Productivity Suite provides a unique opportunity to enhance your business portfolio and drive significant growth.
Become a Partner
Our mission
All companies strive to digitalize and optimize their processes, and thus become more productive.
Career Team Gallery Events Social responsibility Offices worldwide Contact
About us
proMX is your digitalization partner. Our goal is to help you transform your processes to make your business more agile, efficient and competitive. As a Microsoft Partner we are both extremely experienced and well-connected.
More about proMX
Our mission
All companies strive to digitalize and optimize their processes, and thus become more productive.
DEEN
Home › Blog › Include direct links to Microsoft Dynamics CRM records in Workflows

Include direct links to Microsoft Dynamics CRM records in Workflows

Frank Bursitzke
Mar 20, 2015 | Last updated: Dec 16, 2022
Expert articles | < 1 min read

This month I had a simple task regarding a business process, I mentioned. The workflow should assist the processing of cases. There was the need for escalating Email 7 days after the case was created. In the Email a link should be included that points direcly to the case.

First it sounded really trvial to me. But than I noticed that there is no ID value or something similar available in the Workflows of Microsoft Dynamics CRM. I was a LITTLE surprised. Out of the bos it is not possible to include a direct hyperlink to an entity. From the regarding record it is possible to call the entity as an parameter, e.g. Account->account, to to define it as regarding object, but if you use this parameter in a text area you only get the value of the primary attribute. That’s not nice.

So I was forced to bring in a other solution.  After some searching in the internet I found several articles regarding this subject. Here is a short list of the articles.

http://blogs.msdn.com/crm/archive/2008/12/15/workflow-e-mail-utilities.aspx

⨯

Answering